DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Mercedes Victoria NapoliPortland, OrAug 29, 2022Aug 26, 2022
Kari Jo SkedsvoldPortland, OrAug 31, 2022Aug 26, 2022
Devin Nathaniel MoranPortland, OrSep 1, 2022Aug 26, 2022
Judy Ann RubinoPortland, OrSep 1, 2022Aug 26, 2022
The rule
Registrations ended
Aug 29, 2022 to Sep 1, 2022
Registered next
Aug 26, 2022
Branch state
OR
Cities
1, most in Portland, Or
Registered there that day
10,444 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into L•• F•••••••• L••